Converting a Quote to an Order using SIF Wizard
From the Main Menu, go to Distribution/ Order Entry/ Processing/ Order Processing/ SIF Wizard.
1. Select the Convert Quote to Order button, then click Next.
2. Choose the Quote you want to convert to an Order.
a. Click on the Quote to Convert filed and click on the LOV.
b. Scroll through the Quotes and click on the one you want to convert.
c. Tab or click the Order Type field.
d. Click the Next button.
3. Enter the Order Specific Information.
a. Enter the date the customer has requested the order in the Cust. Req. Date field.
b. Tab or click to the next field.
c. Click Next.
3. Select the Vendor Shipping option for each vendor in the Sif File.
a. Click on the first Vendor in the Vendors in Sif File field.
b. Select a Vendor Shipping option.
Direct/Drop Ship Order Ships the item from the vendor directly to the customer.
Alternate Ship To location Vendor No and Loc fields display. Select a Vendor and location from the LOVs.
Stocking Location to Ship To Stocking Loc field displays. Select a stocking location where the items should be shipped
c. Click Apply.
d. Repeat a-c for each Vendor listed.
e. Click Next.
4. You are now in the Create the Order screen, which enables you to update the order/quote process in Khameleon. Click Build Order to begin the process.
5. The status of the order building process is displayed in the text box. Click Finish.